Pacific Capital Wealth Advisors, Inc. historic quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Pacific Capital Wealth Advisors, Inc. opened 41 positions, added to 14, reduced 8 and sold out of 56.
- Q1 2026: Stock WPP; Country of operation —; Class ADR; Shares before 0.
- Q3 2024: Stock IBN; Country of operation —; Class ADR; Shares before 0.
- Q3 2024: Stock TCOM; Country of operation —; Class ADS; Shares before 0.
- Q3 2024: Stock VALE; Country of operation —; Class SPONSORED ADS; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1803523), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2026 | WPP
WPP PLC NEW | | ADR | 0 | 20,000 | +20,000 | $0 | $311,000 | +$311,000 | 2026-04-14 |
|---|
| Q3 2024 | IBN
ICICI BANK LIMITED | | ADR | 0 | 36 | +36 | $0 | $1,075 | +$1,075 | 2024-10-15 |
|---|
| Q3 2024 | TCOM
TRIP COM GROUP LTD | | ADS | 0 | 18 | +18 | $0 | $1,070 | +$1,070 | 2024-10-15 |
|---|
| Q3 2024 | VALE
VALE S A | | SPONSORED ADS | 0 | 62 | +62 | $0 | $724 | +$724 | 2024-10-15 |
|---|
| Q3 2024 | ONC
BEIGENE LTD | | SPONSORED ADR | 0 | 3 | +3 | $0 | $674 | +$674 | 2024-10-15 |
|---|
| Q3 2024 | AMX
AMERICA MOVIL SAB DE CV | | SPON ADS RP CL B | 0 | 41 | +41 | $0 | $671 | +$671 | 2024-10-15 |
|---|
| Q3 2024 | BTI
BRITISH AMERN TOB PLC | | SPONSORED ADR | 0 | 17 | +17 | $0 | $622 | +$622 | 2024-10-15 |
|---|
| Q3 2024 | RYAAY
RYANAIR HOLDINGS PLC | | SPONSORED ADR | 0 | 10 | +10 | $0 | $452 | +$452 | 2024-10-15 |
|---|
| Q2 2024 | HSBC
HSBC HLDGS PLC | | SPON ADR NEW | 0 | 195 | +195 | $0 | $8,483 | +$8,483 | 2024-08-06 |
|---|
| Q2 2024 | SMFG
SUMITOMO MITSUI FINL GROUP I | | SPONSORED ADR | 0 | 607 | +607 | $0 | $8,140 | +$8,140 | 2024-08-06 |
|---|
| Q2 2024 | MFG
MIZUHO FINANCIAL GROUP INC | | SPONSORED ADR | 0 | 1,562 | +1,562 | $0 | $6,607 | +$6,607 | 2024-08-06 |
|---|
| Q2 2024 | SAN
BANCO SANTANDER S.A. | | ADR | 0 | 1,297 | +1,297 | $0 | $6,005 | +$6,005 | 2024-08-06 |
|---|
| Q2 2024 | HMC
HONDA MOTOR LTD | | ADR ECH CNV IN 3 | 0 | 180 | +180 | $0 | $5,803 | +$5,803 | 2024-08-06 |
|---|
| Q2 2024 | IX
ORIX CORP | | SPONSORED ADR | 0 | 51 | +51 | $0 | $5,676 | +$5,676 | 2024-08-06 |
|---|
| Q2 2024 | NMR
NOMURA HLDGS INC | | SPONSORED ADR | 0 | 981 | +981 | $0 | $5,670 | +$5,670 | 2024-08-06 |
|---|
| Q2 2024 | BBVA
BANCO BILBAO VIZCAYA ARGENTA | | SPONSORED ADR | 0 | 543 | +543 | $0 | $5,446 | +$5,446 | 2024-08-06 |
|---|
| Q2 2024 | BCS
BARCLAYS PLC | | ADR | 0 | 402 | +402 | $0 | $4,305 | +$4,305 | 2024-08-06 |
|---|
| Q1 2024 | DEO
DIAGEO PLC | | SPON ADR NEW | 0 | 65 | +65 | $0 | $9,668 | +$9,668 | 2024-05-15 |
|---|
| Q1 2024 | TSM
TAIWAN SEMICONDUCTOR MFG LTD | | SPONSORED ADS | 0 | 60 | +60 | $0 | $8,163 | +$8,163 | 2024-05-15 |
|---|
| Q1 2024 | SNY
SANOFI | | SPONSORED ADR | 0 | 159 | +159 | $0 | $7,727 | +$7,727 | 2024-05-15 |
|---|
| Q1 2024 | TM
TOYOTA MOTOR CORP | | ADS | 0 | 28 | +28 | $0 | $7,047 | +$7,047 | 2024-05-15 |
|---|
| Q1 2024 | IHG
INTERCONTINENTAL HOTELS GROU | | SPONSORED ADS | 0 | 52 | +52 | $0 | $5,494 | +$5,494 | 2024-05-15 |
|---|
| Q1 2024 | SHEL
SHELL PLC | | SPON ADS | 0 | 79 | +79 | $0 | $5,296 | +$5,296 | 2024-05-15 |
|---|
| Q1 2024 | NVO
NOVO-NORDISK A S | | ADR | 0 | 40 | +40 | $0 | $5,136 | +$5,136 | 2024-05-15 |
|---|
| Q1 2024 | HDB
HDFC BANK LTD | | SPONSORED ADS | 0 | 89 | +89 | $0 | $4,981 | +$4,981 | 2024-05-15 |
|---|
| Q1 2024 | RIO
RIO TINTO PLC | | SPONSORED ADR | 0 | 75 | +75 | $0 | $4,781 | +$4,781 | 2024-05-15 |
|---|
| Q1 2024 | MUFG
MITSUBISHI UFJ FINL GROUP IN | | SPONSORED ADS | 0 | 457 | +457 | $0 | $4,675 | +$4,675 | 2024-05-15 |
|---|
| Q1 2024 | KOF
COCA-COLA FEMSA SAB DE CV | | SPONSORD ADR REP | 0 | 42 | +42 | $0 | $4,082 | +$4,082 | 2024-05-15 |
|---|
| Q1 2024 | ASX
ASE TECHNOLOGY HLDG CO LTD | | SPONSORED ADS | 0 | 356 | +356 | $0 | $3,912 | +$3,912 | 2024-05-15 |
|---|
| Q1 2024 | RELX
RELX PLC | | SPONSORED ADR | 0 | 74 | +74 | $0 | $3,203 | +$3,203 | 2024-05-15 |
|---|
| Q1 2024 | ING
ING GROEP N.V. | | SPONSORED ADR | 0 | 193 | +193 | $0 | $3,183 | +$3,183 | 2024-05-15 |
|---|
| Q1 2024 | BTI
BRITISH AMERN TOB PLC | | SPONSORED ADR | 0 | 103 | +103 | $0 | $3,142 | +$3,142 | 2024-05-15 |
|---|
| Q1 2024 | E
ENI S P A | | SPONSORED ADR | 0 | 96 | +96 | $0 | $3,045 | +$3,045 | 2024-05-15 |
|---|
| Q1 2024 | BHP
BHP GROUP LTD | | SPONSORED ADS | 0 | 48 | +48 | $0 | $2,769 | +$2,769 | 2024-05-15 |
|---|
| Q1 2024 | PBR
PETROLEO BRASILEIRO SA PETRO | | SPONSORED ADR | 0 | 166 | +166 | $0 | $2,525 | +$2,525 | 2024-05-15 |
|---|
| Q1 2024 | NWG
NATWEST GROUP PLC | | SPONS ADR | 0 | 311 | +311 | $0 | $2,115 | +$2,115 | 2024-05-15 |
|---|
| Q1 2024 | WDS
WOODSIDE ENERGY GROUP LTD | | SPONSORED ADR | 0 | 97 | +97 | $0 | $1,937 | +$1,937 | 2024-05-15 |
|---|
| Q1 2024 | RYAAY
RYANAIR HOLDINGS PLC | | SPONSORED ADS | 0 | 10 | +10 | $0 | $1,456 | +$1,456 | 2024-05-15 |
|---|
| Q1 2024 | VALE
VALE S A | | SPONSORED ADS | 0 | 104 | +104 | $0 | $1,268 | +$1,268 | 2024-05-15 |
|---|
| Q1 2024 | TS
TENARIS S A | | SPONSORED ADS | 0 | 32 | +32 | $0 | $1,257 | +$1,257 | 2024-05-15 |
|---|
| Q1 2024 | EQNR
EQUINOR ASA | | SPONSORED ADR | 0 | 34 | +34 | $0 | $919 | +$919 | 2024-05-15 |
|---|